Meet our team

Your team of experts

A co-ordinated team of experts is essential to successfully achieving your personal and financial goals. Coordinating your team of professionals is an important component of our services. We liaise with your accountants and lawyers, or refer you to capable professionals we know and trust. 

Read more about our Tax and Estate Planning team.

Lorne Searle
Vice President & Investment Advisor
Tel: 416.512.3667

A graduate of University of Manitoba in 1984 with an honors degree in Finance. I bring over 30 years of experience as a professional and 18 years as a tax focused investment advisor. My work experience prior to becoming a full time financial advisor includes sales at IBM Canada Ltd, managing a real estate marketing company and running my own business for six years. My 18 years of providing financial advice started with ScotiaMcleod where I worked for 10 years and in 2006 I moved to Macquarie Private Wealth, which became Richardson GMP in 2013.

I am active in coaching my boys’ hockey and baseball teams. I enjoy travel, music, barbequing, camping and spending time with my wife Barbara and our boys Evan and Aaron along with our daughter Jamie.

Dustin Van Der Hout
Portfolio Manager
Tel: 416.512.3698

Throughout the downturn and recovery of 2008, Dustin Van Der Hout was a Research Analyst at Gabelli Asset Management in New York, one of the most respected research-driven firms in the U.S. During this trial by fire, he learned many important skills and gained access to exclusive resources. Working directly with Mario Gabelli, Dustin learned first-hand how to advise sophisticated, high net worth investors who demand investment acumen. Dustin worked directly with some of the top portfolio managers in U.S. and Canada suggesting individual equity ideas to be added to their portfolios. He worked with and supported these portfolio managers as they conducted their own due diligence to determine if these ideas were a top idea for their fund.

After years of communicating with C-level executives, attending industry conferences, using advanced databases, reading diverse research reports and consulting with many experienced Portfolio Managers across North America, Dustin began advising private clients in his hometown of Toronto. There, he began to introduce pension fund-quality investment solutions to business owners, professionals and their families while starting a family of his own.

Today, Dustin preserves and enhances his clients’ wealth and crafts financial plans to preserve it for generations. His focus is on broad diversification, active management, value investing, alternative investments and low-volatility portfolios. He can assist you whether you seek exciting ideas to meet your growth objectives or simply need a portfolio that provides a steady stream of reliable income. Dustin also facilitates thought leadership and fraternal sharing by hosting his own investor conferences and publishing articles and newsletters.

Dustin enjoys spending time with his wife and two young daughters, loves to golf and ski, and avidly reads books on finance and history.

Karen Byer
Associate
Tel: 416.512.3682

Karen works with Lorne Searle and Associates in providing a high level of personal service to each of our clients. She oversees all administration and works closely with our clients to ensure that all of their service needs are met and exceeded. Karen attended the University of Toronto, where she obtained a Bachelor of Arts degree in Commerce. She has over 20 years of experience in the financial services industry and is registered as a licensed investment representative.

Craig D. Basinger, CFA

Chief Investment Officer, Portfolio Manager

Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

James Price, CFA

Portfolio Manager

Jamie is the Director of Investment and Advice at Richardson GMP. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies.

Mike George, B. Comm (HONS), M.ACC, CA, CFP®

Director, Wealth Services

Working closely with Investment Advisors, their clients, external professionals and members of the Tax & Estate Planning team, Mike is responsible for the effective delivery of the wide range of wealth planning services at Richardson GMP. Mike is a Chartered Accountant and Certified Financial Planner® and specializes in personal, corporate and trust tax planning.

Mike has been working with high net worth clients in the financial services industry for many years. Before joining our firm in 2004, he worked at Assante. He has extensive experience in the tax field and helps identify solutions to reduce taxes, enhance and preserve wealth, and transfer assets tax-efficiently to the next generation. Mike has played an instrumental role in delivering client-centred solutions including the successful transition of family businesses, the development of long-term employee compensation programs (including stock option and employee pension plans) and the reduction of tax on the sale of businesses by utilizing trusts to multiply the enhanced capital gains exemption among family members.

Mike is frequently interviewed on wealth planning concepts and tax-related matters. He also lectures on corporate taxation and has authored various industry publications and articles.

A graduate of the University of Manitoba, Mike received his Bachelor of Commerce (Honours) degree in 1991 and his Master of Accountancy degree in 1992. Mike achieved his Chartered Accountant (CA) designation in 1995 and the Certified Financial Planner® (CFP®) designation in 2004. He has also completed his CICA In-Depth Tax Course and is a member of the Canadian Tax Foundation.

Maureen Glenn, B.A., FLMI, CFP®, TEP, EPC

Vice President, Tax & Estate Planning

Maureen works with Investment Advisory Teams and their affluent clients to navigate the entire wealth planning process; from initial discovery with the client, through to the final presentation. She is a dynamic speaker who can translate complex wealth planning concepts into efficient and effective action plans for clients. This holistic approach combined with her financial planning expertise offers a unique and practical perspective to retirement, trust, and estate planning.

Maureen joined the firm in 2006 and moved to the Tax & Estate Planning team in early 2010. The previous 20 years of her career were focused in the Life and Health Insurance Industry where she gained significant experience as a Financial Services Advisor, Mutual Fund Salesperson and as a product, sales, software and compliance trainer.

Maureen is a Certified Financial Planner® practitioner and is a member of the Society of Trust and Estate Practitioners. She has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). She also holds the designation of Fellow, Life Management Institute (FLMI) and other insurance designations from the Life Office Management Association (LOMA).